Guides

This guide will outline how to add Clients to your SwiftCase system. Learn how to add your Clients to your system to document all the Organisations your business deals with!

Guide on how to add a Document Upload action to a Status.

Guide on how to add a 'List Child Task' action to a Status.

Guide on how to add a Previous Task Search to a Status.

Guide on how to add a Document Generation Button to a Status.

Guide on how to add a Flag Button to a Status.

Guide on how to add a Create Child Task within a Status.

Guide on how to add a Create Reminder box to a Status.

Guide on how to add a Compose Email box to a Status.

Guide on how to add a Note to a Status.

Guide on how to add a Content Box to a Status.

Guide on how to add a Note Button to a Status.